SERIES: Get Organized! Part THREE

Welcome to the latest series at – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we are releasing another FREE tool!

Part Three Information to include on your Financial Accounts Form

This form is meant to be the be-all to end-all location for your entire financial picture.   When you are looking for key financial information, you won’t have to go far because it is all contained within this file.   When you pass away, it allows your estate executor to easily understand what they are dealing with.

Here are the key items to include in your [download#82#nohits] or [download#83#nohits].

  • Investment accounts Include your 401(k), 403(b), 457, TSP, Roth IRA, IRA, stock, bond, and mutual fund investments.
  • Bank accounts Include checking, savings, money market, CDs, and any other accounts held at a bank or credit union.
  • Real estate If you own real estate, be sure to list the addresses and the financial status of these holdings.
  • Will According to, 58% of Americans do not have a written will.   Have one, and include it’s location and your assigned executor on this document.
  • Power of attorney Healthcare POA, Limited POA, or other legal assignments of responsibility should be included in this document.
  • Insurance policies Include life insurance – be sure to include policies provided through your workplace.   Also include insurance on key possessions owned.
  • Jewelry (or other valuables) If you have valuable possessions, be sure to list them and their locations.
  • Safe Deposit Box If you have one, indicate it on this document and include its location!

I know.   I know.   This can seem overwhelming, but it is absolutely worth the effort to put this together!

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1 Comment

  1. Kris Adler on May 12, 2010 at 6:16 am


    First of all congratulations on the recent family addition – glad all went well and everybody is in good health – one more Sangl that will lead by good example on God’s earth, showing us the right way with money and life in general – we are lucky to have families like yours among us!

    My comment to your current series would be, instead of using your form, which is good, point people to and have them open a free account, listing and summarizing all their financial information in one place, accessible from anywhere in the world, highly acclaimed and secure via 256 bit encryption. Mint recently updated listing of banks and other financial institutions and once set up, you have one connection to ck all your accounts from.

    Thank you,

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